The article outlines the steps to Batch Edit Custom Fields.
PURPOSE
To efficiently update multiple records at once by editing custom fields in bulk.
KEY BENEFITS
- Saves time by avoiding individual updates
- Ensures consistency across data
- Allows targeted updates using filters and search criteria
FOLLOW STEPS BELOW:
1. From the Sync Homepage, Click on ‘Tools’
2. Click on ‘Custom Fields’
3. Select the applicable Custom Fields to update e.g. ‘Job Custom Fields’
4. Apply relevant filters
5. Capture a search criteria
6. Click ‘Search’
7. Multi Select the items to be updated
8. Update the applicable custom field/s
9. Click ‘Update’
10. When prompted to update, click ‘Yes’
11. Click ‘Ok’
12. Click ‘Close’
ADDITIONAL NOTES
Ensure you double-check filters and selected items before updating, as changes apply in bulk.
NB. For a quick tutorial watch below
